See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,085 | $80,968-50.5% | $96,544-58.5% | $75,163-46.7% |
| Participation rate | 52.8% | 71.8%-19.0pp | 76.0%-23.2pp | 67.2%-14.4pp |
| Annual return | 19.18% | 27.06%-7.9pp | 25.84%-6.7pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,666 | $2,282-27.0% | $2,965-43.8% | $2,670-37.6% |
| Participant deferral / active EE | $2,868 | $3,928-27.0% | $4,851-40.9% | $4,125-30.5% |
| Admin fee / account holder | $2,299 | $6,724-65.8% | $8,252-72.1% | $5,651-59.3% |